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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-23 |
Branch Locations
6300 Bee Cave Road Building One, Austin, TX 78746 • United States
1299 Ocean Avenue, Santa Monica, CA 90401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 06/2017 | 01/2020 |
| Unemployed | Washington | DC | 01/2008 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 06/2020 | 05/2022 |
| Unemployed | Washington | DC | 01/2020 | 05/2020 |
| Georgetown University | Washington | DC | 08/2016 | 05/2020 |
| Dimensional Fund Advisors | Santa Monica | CA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-17 |
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